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Ultima Lifestyle Relationship Manager (Officer)

citi · Singapore Singapore

New
Mid 🇬🇧 English

Job description

About the role

Citi's Ultima Card Relationship Manager is a developing professional role within the Consumer Product Sales job family. It involves managing client accounts, advising on products and ensuring compliance, with moderate but direct impact through close contact with the business's core activities.

Key responsibilities

  • Review customer needs and asset allocation, and advise customers on additional funds and fee-based products and services
  • Review product penetration for the assigned client base and identify prospects for tailored products
  • Ensure coverage of all relationships through customer engagements, risk profiling and financial planning
  • Organize customer events and acquire new customers by converting referral leads
  • Ensure KYC/AML and other compliance norms are followed, and escalate, manage and report control issues

Required profile

  • 2-5 years of relevant experience
  • Bachelor's degree or equivalent experience
  • Mandatory certifications as required for selling financial products
  • Ability to manage internal and external relationships and to prioritize

Questions fréquentes

Le salaire n'est pas communiqué publiquement par le recruteur. Vous pouvez postuler et négocier directement avec citi.
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Source : ats:workday

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Published 20 hours ago

Expires 1 month from now

11 views · 0 interested

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citi

Singapore Singapore